iPhone Supply Chain Shifts as Apple Ramps Up Production in India

Apple’s supply chain is undergoing a major transformation. In April 2025, China’s smartphone shipments to the U.S. fell by 72% year-over-year, reaching just $688.5 million—the lowest since 2011. This drop stands out against a 21% decrease in all Chinese exports to the U.S. The sharp fall highlights how trade tensions and...